We are live on ! Find out more

1,556 hedge funds and large institutions have $70.9B invested in Zoetis in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 623 increasing their positions, 540 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $453M | Put options by funds: $200M

75% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 95

15% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 540

14% more capital invested

Capital invested by funds: $62.2B → $70.9B (+$8.66B)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

8.5% more ownership

Funds ownership: 91.1%99.6% (+8.5%)

2% more funds holding

Funds holding: 1,5201,556 (+36)

Holders
1,556
Holders Change
+36
Holders Change %
+2.37%
% of All Funds
24.8%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.45%
New
166
Increased
623
Reduced
540
Closed
95
Calls
$453M
Puts
$200M
Net Calls
+$253M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1276
Opal Wealth Advisors
New York
$238K -$20.6K -126 -8%
SIC
1277
Sterling Investment Counsel
New York
$238K -$31.1K -190 -12%
AWE
1278
Avidian Wealth Enterprises
Texas
$237K -$8.03K -49 -3%
C
1279
CEDRUS
Colorado
$236K -$4.42K -27 -2%
MRCM
1280
M&R Capital Management
New Jersey
$235K
IIA
1281
Integral Investment Advisors
California
$234K -$4.42K -27 -2%
BWM
1282
Baron Wealth Management
Michigan
$232K +$229K +1,395 New
CWS
1283
Confluence Wealth Services
Pennsylvania
$232K +$228K +1,393 New
PJSIMP
1284
P.J. Schmidt Investment Management (PJS)
Wisconsin
$232K -$5.57K -34 -2%
TCA
1285
Transcend Capital Advisors
New Jersey
$231K -$116K -707 -34%
CFO
1286
CVA Family Office
Colorado
$230K +$73.6K +449 +48%
SSA
1287
South Street Advisors
New York
$230K
BG
1288
Bellevue Group
Switzerland
$229K +$225K +1,373 New
GCP
1289
GSA Capital Partners
United Kingdom
$228K +$224K +1,367 New
Wealth Enhancement Advisory Services
1290
Wealth Enhancement Advisory Services
Minnesota
$226K +$223K +1,360 New
JSW
1291
Journey Strategic Wealth
New Jersey
$226K -$5.74K -35 -3%
IAIM
1292
International Assets Investment Management
Florida
$226K -$74.9K -457 -25%
FIM
1293
Fernwood Investment Management
Massachusetts
$225K +$222K +1,352 New
LCWP
1294
Legacy Capital Wealth Partners
Arkansas
$225K +$221K +1,350 New
MSAM
1295
Moloney Securities Asset Management
Missouri
$224K +$221K +1,346 New
EWP
1296
Elevation Wealth Partners
California
$223K +$219K +1,338 New
WIC
1297
Woodmont Investment Counsel
Tennessee
$220K +$217K +1,323 New
TA
1298
TrueWealth Advisors
Alabama
$220K +$217K +1,321 New
BBW
1299
Blue Barn Wealth
Utah
$219K +$216K +1,315 New
MCA
1300
Martin Capital Advisors
Texas
$219K -$23.4K -143 -10%

ZTS Hedge Fund Activity: Q1 2023 in Review

1,556 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2023, worth a combined $70.9B — up 14% from $62.2B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new ZTS positions and 95 closed out — a net gain of 71 holders — while 623 added to existing stakes and 540 trimmed.

The largest buyer was Vanguard Group, adding an estimated $479M. The largest seller was Winslow Capital Management, cutting an estimated $360M.

  • 1,556 institutional investors held Zoetis (ZTS) as of Q1 2023, up from 1,520 in Q4 2022.
  • Funds reported $70.9B of Zoetis stock for Q1 2023, up 14% quarter-over-quarter.
  • 166 funds opened new Zoetis positions in Q1 2023 and 95 closed out, a net change of +71 holders.
  • The largest Zoetis buyer in Q1 2023 was Vanguard Group, an estimated $479M added.
  • The largest Zoetis seller in Q1 2023 was Winslow Capital Management, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2023.